Reuters reported on the 9th, citing sources, that the artificial intelligence (AI) corporations Anthropic is reviewing developing its own chip, a move seen as a response to the global semiconductor supply shortage.
Sources said discussions on in-house AI chip design and development are still in the early stages, and the company has not even formed a dedicated team yet. Anthropic is pursuing a "multi-vendor" strategy, using AI chips from a range of external suppliers, including Nvidia, Amazon, and Google. Recently, it formed a strategic partnership with Google and Broadcom to secure 3.5 GW (gigawatts) of AI compute capacity starting next year.
Major AI corporations such as Meta, Facebook's parent company, and OpenAI are pushing to produce their own chips to reduce reliance on Nvidia. As demand for Anthropic's AI model "Claude" has risen this year and compute needs have surged, it is analyzed that opinions have begun to emerge among management that the company should produce its own chips.
Anthropic's recent annual recurring revenue (ARR) has surpassed $30 billion (about 44.0 trillion won), roughly tripling from $9 billion at the end of last year.